Independent Financial Advisers Covering Lytham

At David Kneale, we are proud to be a trusted independent financial adviser in Lytham.

Lytham's internationally renowned golf courses, such as the Royal Lytham & St Annes Golf Club, attract people from various careers and walks of life to the picturesque town. We are dedicated to helping every one of Lytham's residents find the right financial management plan tailored to their individual needs.

With years of experience, we offer a wide range of services adapted to your individual and business requirements. Our team of specialists will provide you with the right advice and support to help you achieve your financial goals. From pensions to investments and inheritance planning, we are here to help you make the most of your financial future.
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Wealth Management in Lytham

At David Kneale, we understand that everyone's wealth management plan is unique. We offer tailored solutions to help you achieve and surpass your financial goals. Our knowledgeable advisers will support you every step of the way, providing expert advice on numerous investment and savings options.

We have various options to help you successfully plan your financial future. Our wealth management services in Lytham encompass a wide range of options and are not limited to:

  • Investment management
  • ISA management
  • Private pension management
  • Inheritance planning

Additionally, we offer specialised guidance on private pensions for self-employed individuals and company directors.

Pension Advice in Lytham

Pension management is crucial to securing a comfortable financial future, and at David Kneale, we prioritise your long-term needs by assisting you in optimising your pension. Our team of financial advisers covering Lytham provide impeccable guidance and advice, ensuring that your pension plan aligns perfectly with your enduring financial requirements.

Our pension management services cover a broad spectrum of options, including pension consolidation, pension management and a vast selection of products to help maximise the return on your investment for the future. We are prepared to evaluate your current pension plan, present you with the most favourable options, and guide you through the most tax-efficient strategies for retirement savings.

Let Us Help You Realise Your Financial Aspirations

Endorsed and overseen by the Financial Conduct Authority in the United Kingdom (FCA Number 228877), our firm is committed to unbiased consulting. Leveraging our substantial experience, we have guided various clients in defining their financial aims and carving out practical strategies to achieve them.

Our company provides a free initial consultation for potential clients. During this meeting, we listen to your financial goals and explain how our services can help you achieve them. Our advisors can offer various products and services to meet your needs. Unlike other organisations, we have full access to a range of financial products and are not constrained by the market, which means we can help you accumulate wealth and progress towards your financial targets more successfully than standard plans and schemes.

Arrange Your Free Expert Consultation

An initial consultation is available and accessible to all new or potential clients, where we will discuss the services you may require from us. These services include the recommendation, implementation and, most importantly, ongoing review of the best financial/investment plan to suit your individual requirements.
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David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
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Company registered in England & Wales. No. 4934070.
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